Monthly Archives : July 2016


The Election and Values-based Investing

Mark Bateman - July 28, 2016

With one convention done and the other nearly so, political silly season can’t be far off.  But what’s the relationship between these political campaigns and your clients?

Whether your clients are supporting Donald Trump or Hillary Clinton, in most cases, their support is premised on deeply held beliefs.  It may be a self-described belief in social justice or a firmly held personal conviction on the primacy of freedom.  Your question as a financial advisor should be: how do these firmly held political beliefs translate into their investment portfolios?